Create And Manage Drivers

Ensuring that shipments have drivers attached is crucial for maintaining compliance with state regulators. This document explains the process for creating and managing drivers and selecting which driver corresponds to each dispatched facility.

Access Drivers Management

1. Go to Settings.
2. Select Distribution.
3. Click Drivers.

Actions on Drivers

Adding Drivers

To create a new driver, follow these steps:

1. Go to Settings.
2. Select Distribution.
3. Click Drivers.
4. Select Add New.
5. Add your Driver's information where applicable:

   

   1. Required Field(s)
      1. First Name.
      2. Last Name.
6. Click Save.

Editing Drivers

To edit a driver, follow these steps:

1. Go to Settings.
2. Select Distribution.
3. Click Drivers.
4. Click on the CONFIGURE icon on the Driver you want to Edit.

   

5. Make desired edits:

   

6. Click Save.

Deactivating Drivers

To deactivate a driver, follow these steps:

1. Go to Settings.
2. Select Distribution.
3. Click Drivers.
4. Click on the CONFIGURE icon on the Driver you want to Deactivate.
5. Select Disable.
6. The system will display a prompt "This driver will be deactivated. Do you wish to proceed?"
   1. Toggle ON to confirm

      

7. Click Disable Diver.
8. A system message should appear confirming that your Driver has been successfully disabled.

Error message when attempting to Disable a Driver

If the Driver is still assigned to an active Outbound Shipment, then you will see this error message:

Here is how you resolve this:

1. Navigate to Outbound>Shipments.
2. On the All Shipments grid, filter for the "Driver" you are trying to disable, and also change the "Status" filter to equal "Created," "Orders assigned," and "Manifest printed."

   

   If you have multiple facilities, then you will need to do this check in all your facilities individually before reattempting to disable the driver.
3. With the results, you will need to either:
   1. Edit the Shipment to assign a different driver to it;
      or,
   2. Ship the Shipment
4. Once no active shipments are assigned to this driver at any of your facilities, disable that driver in your settings.

Reactivating Drivers

To reactivate a driver, follow these steps:

1. Go to Settings.
2. Select Distribution.
3. Click Drivers.
4. Select Disabled.
5. Click on the CONFIGURE icon on the Driver you want to Reactivate.
6. Select Enable.

   

7. That's it! A system message should confirm that the driver has been successfully re-enabled.

Tagging Drivers

If you operate on multiple facilities and wish to link a specific driver to a particular facility in your organization, we recommend utilizing tags for efficient management.

Please see these instructions on how to complete this process here